Kevin Tran

Relationship Manager at Visionary Lenders
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Contact Information
us****@****om
(386) 825-5501
Location
US
Languages
  • Chinese (Traditional) Native or bilingual proficiency
  • Spanish Elementary proficiency

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Bio

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Credentials

  • NMLS
    -

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Relationship Manager
      • Dec 2022 - Present

      Company NMLS- 2432260 - Building and Maintaining Broker Relationships - coach account executives on sale techniques and focus on increasing level of business - Provide support to internal account executives and processors - Responsible for strategies of marketing and advertising of specific products - Actively Managing a pipeline of 10 million + in active loans -Exercise administrative control over sale function of Sales team - strong skills and knowledge of the mortgage lending business and products that Visionary Lenders offers Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wholesale Account Executive
      • Jul 2020 - Dec 2022

      Company NMLS# 153098 Company NMLS# 153098

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Independent Contractor
      • Jul 2018 - Jul 2020

      -Take a high volume of inbound calls -Review a client credit report and make recommendation for the best solution to resolve their debt whether it would be through a unsecured personal loan, or debt resolution. -Effectively communicate to educate clients on debt resolution while utilizing a consultative sales approach - Send emails and follow ups with clients at scheduled call back times -Take a high volume of inbound calls -Review a client credit report and make recommendation for the best solution to resolve their debt whether it would be through a unsecured personal loan, or debt resolution. -Effectively communicate to educate clients on debt resolution while utilizing a consultative sales approach - Send emails and follow ups with clients at scheduled call back times

    • United States
    • Financial Services
    • 700 & Above Employee
    • Mortgage Loan Officer
      • 2016 - 2018

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Dispatcher
      • Mar 2016 - May 2017

      ● Liaison between on-site managers, service reps, tenants, and owners● Confer with residents or supervising personnel to address questions, problems, or request for service via email, phone, fax, and dispatch radio.● Identified any operational and regulatory risk, and escalated as needed● Followed up with residents on all job orders processed to make sure it met their needs and that they were satisfied with the service● Micro-manage all service orders to ensure tickets that are being processed are accurate● Provide weekly reports on what appointments were missed, what service reps need to approve on, and our resident satisfactory list. Show less

    • Property service rep
      • Oct 2015 - Mar 2016

      ● Kept records of all resident interactions. ● Process all maintenance orders for residents● Created and process all contracts for residents

  • Trilogy Events LLC
    • Orange County, California Area
    • Artist Relations
      • Feb 2012 - Apr 2015

      ● Reviewed sales, customer concerns and new opportunities to drive business strategy at weekly planning sessions ● Perform responsibility activities for client hospitality but not limited to ground transportation, hotel booking, dinner reservations, and artist meet and greet for winners of promotional contest. ● Negotiate with talent agents for artists and creating profitable events. ● Reviewed sales, customer concerns and new opportunities to drive business strategy at weekly planning sessions ● Perform responsibility activities for client hospitality but not limited to ground transportation, hotel booking, dinner reservations, and artist meet and greet for winners of promotional contest. ● Negotiate with talent agents for artists and creating profitable events.

Education

  • Allied American University
    Real Estate
  • Saddleback College
    Associate’s Degree, Communication, General
    2006 - 2010
  • Dana Hills High School
    High School
    2002 - 2006
  • Mike Russ Financial Training Center
    Insurance

Community

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